Filed February 21, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER, SMIT Service code 15 · EIN 13-5674085 | Recordkeeping | $8,276 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,744 | $41,281+151.3% | $109,313-5.1% | $57,658+79.9% |
| Participation rate | 87.4% | 59.3%+28.1pp | 71.3%+16.2pp | 70.2%+17.2pp |
| Annual return | 6.07% | 8.97%-2.9pp | 22.07%-16.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,975 | $1,201+147.6% | $3,892-23.6% | $1,974+50.7% |
| Participant deferral / active EE | $4,686 | $2,223+110.8% | $3,166+48.0% | $3,061+53.1% |
| Admin fee / account holder | $10 | $75-86.6% | $5,666-99.8% | $95-89.4% |